Purchases and Sales Made in Q1 2024 in Atmos Energy Corp (ATO)
This table provides information about the institutional ownership of Atmos Energy Corp (ATO) during Q1 2024. The information is specifically focused on institutions that hold shares of ATMOS ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15+ 0.85% |
$1.66K - $1.78K
|
1.78K
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
14+ 0.7% |
$1.55K - $1.66K
|
2.02K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14New |
$1.55K - $1.66K
|
14
$2.09K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 1.75% |
$1.44K - $1.55K
|
757
$113K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 15.19% |
$1.33K - $1.43K
|
91
$13.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
11+ 0.05% |
$1.22K - $1.31K
|
20.3K
$3.04M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 0.62% |
$1.22K - $1.31K
|
1.79K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.96% |
$1.22K - $1.31K
|
1.15K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
11New |
$1.22K - $1.31K
|
11
$1.65K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 28.57% |
$1.11K - $1.19K
|
45
$6.73K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
9+ 0.04% |
$998 - $1.07K
|
25.1K
$3.75M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8+ 0.34% |
$887 - $951
|
2.39K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
8+ 0.45% |
$887 - $951
|
1.79K
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7+ 0.33% |
$776 - $832
|
2.14K
$320K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$776 - $832
|
7
$1.05K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.31% |
$776 - $832
|
543
$81.3K
|
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
7+ 0.26% |
$776 - $832
|
2.74K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6+ 0.07% |
$665 - $713
|
8.17K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6+ 0.01% |
$665 - $713
|
49.7K
$7.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5New |
$554 - $594
|
5
$748
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4New |
$444 - $475
|
4
$599
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$444 - $475
|
4
$599
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 6.15% |
$444 - $475
|
69
$10.3K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 13.04% |
$333 - $357
|
26
$3.89K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2+ 0.04% |
$222 - $238
|
5.25K
$785K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 40.0% |
$222 - $238
|
7
$1.05K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$222 - $238
|
5
$748
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 1.12% |
$111 - $119
|
90
$13.5K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 11.11% |
$111 - $119
|
10
$1.5K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.96% |
$111 - $119
|
105
$15.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.92% |
$111 - $119
|
110
$16.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$111 - $119
|
1
$150
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.05% |
$111 - $119
|
2.02K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$111 - $119
|
3.84K
$574K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 6.67% |
$111 - $119
|
16
$2.39K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1- 0.02% |
$111 - $119
|
5.27K
$788K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 6.25% |
$111 - $119
|
15
$2.24K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 1.08% |
$554 - $594
|
458
$68.5K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-7- 0.14% |
$776 - $832
|
5K
$749K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-12- 0.32% |
$1.33K - $1.43K
|
3.76K
$563K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 15.38% |
$1.33K - $1.43K
|
66
$9.88K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 0.93% |
$1.44K - $1.55K
|
1.38K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-13- 0.47% |
$1.44K - $1.55K
|
2.74K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-13- 0.51% |
$1.44K - $1.55K
|
2.53K
$379K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 10.45% |
$1.55K - $1.66K
|
120
$18K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15Closed |
$1.66K - $1.78K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 0.9% |
$1.77K - $1.9K
|
1.76K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-17- 2.43% |
$1.89K - $2.02K
|
683
$102K
|